Nikki Vann, CPA, is the Director of Finance & Administration at the North Carolina Association of CPAs (NCACPA). She, along with Jennifer Rowell, Director of Member Engagement (also from the NCACPA) and I were honored to deliver a presentation entitled, “Moving the Needle on Member Data" at the American Institute of CPAs (AICPA) Annual Conference in Key Biscayne, Florida during July 2017.
Tableau Public is a free tool to share your visualizations with the world. One question we often here is how do you refresh data for a Tableau Public visualization. Tableau Public will do an automatic, nightly refresh data of Google Sheets data, no extra work on your side. However, there is a bit of additional work required in order to automatically refresh your Google Sheets data. In our example we are pulling data from a AWS Redshift database using Python version 3.6
DAX stands for Data Analysis eXpressions and it is the formula language used in Power BI. It's similar to Excel formulas and it's an extremely powerful language for creating measures and calculated fields within your Power BI data model. The downside is that it requires a bit of a learning curve to get up to speed. There are a lot of great resources out there for learning DAX and to help us along the April release of Power BI Desktop included a preview feature called Quick measures.
Happy 4th of July! What a great time to think about data independence, democratization, and governance for your association. In this post we’ll talk about the balance between the central management of data by IT and data directly managed by association staff.
When I think about the many reasons an association should create an Analytics Strategy and Roadmap, I am reminded of Stephen Covey's great advice: "Begin with the end in mind". Business intelligence and analytics implementations deliver the most value when the analytics strategy is connected to the overall strategy of the association. After all, a strategic roadmap is a plan that defines where an organization is, where it wants to go, and how it will get it there. However just like the famous quote from Lewis Carroll, "If you don't know where you want to go, any road will lead you there."
What is Data Augmentation?
Data analytics provides a complete understanding of your customers so you can provide better, more relevant products and services. However, the value of analytics is limited without rich data on customer characteristics, interests, purchases, and behaviors.
Cloud analytics is likely to be one of the biggest analytics trends in 2017. According to a recent survey published by the consulting firm Enterprise Management Associates, cloud analytics was of key importance and an essential part of their analytics strategy for 70% of respondents.
Association Analytics® CEO Debbie King recently co-presented a webinar on predictive analytics with Abila's Carlos Restrepo. During the webinar, Debbie and Carlos asked the audience of association professionals if they had an effective data governance program. Of the 67 replies, only 12% said their association has a data governance program.
Email marketing is a primary way that associations engage with members. With the cost of email marketing systems and staff time, the investment in email marketing can be significant. So how do you measure the success of emails to ensure a return on investment?